How to add extra booking questions

Optional. Settings → Advanced → Custom fields & booking form must be on.

Use this when you need a fact the stock form does not have — height, dogs, a VIP hold on one hull — and you want it on the booking or the boat, not buried in Notes.

Steps

1. Settings → Advanced → turn on Custom fields & booking form.
2. Settings → Booking form → Fields. Add a field, or Edit one you already have. Pick where the answer lives: once on the trip, once per person, on the boat type, or on one hull. Pick the answer kind — text, a number, yes / no, a list, a date, a structured address, or size-and-quantity (a dropdown plus a count). Tick desk, online, or both. Required only on the surfaces where you show it. Edit can change the label, unit, and who sees it — not the kind of answer, so old bookings stay readable.
3. Fill inventory facts where staff already go: boat type (Settings → What you offer → Boat types) or a hull (Fleet → edit). Max paddler height belongs on the type, not on eighty hulls.
4. Optional: Booking form → Assignment. Use a preset (height, dogs, VIP, rotation) or write one sentence: when this is true, don’t recommend that boat — or prefer matching boats. “Prefer” rules also appear at the bottom of Booking rules → Prioritization. Drag one above “already at the lake” only if fit should beat location.
5. Optional: Booking form → Layout. Reorder blocks. Locked widgets (dates, lakes, party, quote, waiver, deposit) can move but cannot be deleted. The suggestion card can be hidden or set to staff-pick-first. Set whether start copies into return, what hours the “required by” list uses, and whether a field waits for certain start locations.
6. Walk a desk booking and, if you collect online, a private-window /book trip. Height on the details step is checked after they answer — the trip step stays as it is today.

Limits

• We pick boats for the party. If one person is too tall for a hull, that hull is out for everyone — we do not put Maya in boat A and the kids in boat B.
• Extra fields do not change the quote.

More on behavior: Custom fields & booking form.